The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain players are turning increasingly...
AI has pushed the global semiconductor industry into a new "super cycle," but the AI boom is also creating distorted demand, tighter...
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue growth and a stronger market position...
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market...
AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers...
With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue...
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...
South Korea's government is preparing to designate Physical AI, the convergence of robotics and artificial intelligence, as a new national...
